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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,158 | $211,946-92.4% | $169,452-90.5% | $135,379-88.1% |
| Participation rate | 35.7% | 82.6%-46.9pp | 77.8%-42.1pp | 82.6%-46.9pp |
| Annual return | -2.11% | 3.26%-5.4pp | 1.83%-3.9pp | 519.79%-521.9pp |
| Employer contribution / active EE | $460 | $5,117-91.0% | $4,157-88.9% | $4,779-90.4% |
| Participant deferral / active EE | $1,946 | $6,075-68.0% | $5,277-63.1% | $5,609-65.3% |
| Admin fee / account holder | $6,438 | $11,472-43.9% | $9,110-29.3% | $10,828-40.5% |